Revenue segments as reported by the company.

Google Search & Other

YouTube Ads

Google Network Members' Properties

Google Cloud

Google Other

Other Bets

Hedging

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Sales & Marketing

General & Administrative

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Operating Cash Flow

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Alphabet

DeepMind Technologies Limited is a British artificial intelligence company founded in September 2010.  Acquired by Google in 2014, the company has created a neural network that learns how to play video games in a fashion similar to that of humans, as well as a Neural Turing machine, or a neural network that may be able to access an external memory like a conventional Turing machine, resulting in a computer that mimics the short-term memory of the human brain.

DeepMind

YouTube is an American video-sharing website headquartered in San Bruno, California. The service was created by three former PayPal employees—Chad Hurley, Steve Chen, and Jawed Karim—in February 2005. Google bought the site in November 2006 for US$1.65 billion; YouTube now operates as one of Google's subsidiaries.

YouTube

Android is a mobile operating system developed by Google, based on a modified version of the Linux kernel and other open source software and designed primarily for touchscreen mobile devices such as smartphones and tablets. In addition, Google has further developed Android TV for televisions, Android Auto for cars, and Wear OS for wrist watches, each with a specialized user interface. Variants of Android are also used on game consoles, digital cameras, PCs and other electronics.

Android

Nest Labs is a home automation producer of programmable, self-learning, sensor-driven, Wi-Fi-enabled thermostats, smoke detectors, security cameras, and other security systems. It introduced the Nest Learning Thermostat in 2011 as its first product. The Nest Protect smoke and carbon monoxide detector was then introduced in October 2013. After the acquisition of Dropcam, the rebranded Nest Cam was introduced in June 2015. Finally, in July 2016, the Nest Cam Outdoor was released.

Nest Labs

Boston Dynamics is an American engineering and robotics design company founded in 1992 and headquartered in Waltham, Massachusetts, and is a wholly owned subsidiary of the Japanese conglomerate SoftBank Group. Boston Dynamics is best known for the development of BigDog, a quadruped robot designed for the U.S. military with funding from Defense Advanced Research Projects Agency (DARPA), and DI-Guy, software for realistic human simulation. Early in the company's history, it worked with the American Systems Corporation under a contract from the Naval Air Warfare Center Training Systems Division (NAWCTSD) to replace naval training videos for aircraft launch operations with interactive 3D computer simulations featuring DI-Guy characters. The company is a pioneer in the field of robotics and it is one of the most advanced in its domain. Marc Raibert is the company's president and project manager. He spun the company off from the Massachusetts Institute of Technology in 1992.

Boston Dynamics

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Earnings data Q1 2021

Earnings data Q2 2021

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Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Alphabet (GOOGL) reports robust Q2 earnings, Cloud hits $10B revenue

Alphabet's Q2 performance reflects strong financials, particularly in Google Services and Cloud, while facing challenges in the Other Bets segment.
The company's strengths lie in AI-driven innovations across Search, Cloud, and autonomous driving, with opportunities in marketing and user experience enhancements.
Efforts to reengineer costs and address analyst inquiries on AI adoption and revenue mix present ongoing challenges and opportunities for Alphabet.
Overall, Alphabet's Q2 earnings call showcases a mix of solid performance, strategic strengths, challenges to address, and promising growth avenues.

Alphabet (GOOGL) excels in Q3 with AI-driven growth and cloud success

Alphabet's Q3 earnings call highlighted impressive revenue growth, particularly in Google Cloud and YouTube, driven by AI innovation. Executives emphasized the company's strong focus on AI, cloud services, and autonomous driving, while acknowledging challenges in cloud margins and user experience. With a solid financial performance and strategic initiatives in place, Alphabet is poised for continued success and growth in the tech sector.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

General Motors

In a win for the autonomous vehicle industry, California regulators have given the green light to Cruise and Waymo to offer commercial robotaxi services across San Francisco 24 hours a day, seven days a week. The commission voted 3-1 in support of the expansions; Commissioner Genevieve Shiroma cast the sole “no” vote.

Cruise and Waymo win robotaxi expansions in San Francisco

Google under increasing antitrust scrutiny, highlighted by recent prominent legal cases. Currently embroiled in the biggest anti-monopoly case in four. Verdict for the case expected to be revealed next month.

Google: An Antitrust Whale In Tech's Waters

Stock prices and returns are in part influenced by a company's net cash on the balance sheet and future expected free cash flows. Alphabet has a strong net cash position and generates tremendous free cash flow, generating a firm foundation for its share price. Dividends are not a driver of a company's intrinsic value, and a myopic focus on dividends could result in underperformance.

Google: Should It Pay A Dividend?

Amid strenuous pushback from San Francisco officials and many residents, a California state agency is set to vote on Thursday on a proposal to allow the city to be blanketed in self-driving taxis at all hours.

California agency to vote on San Francisco robotaxi expansion amid heavy opposition

Google and GM want the state to allow their self-driving fleets to operate 24/7, but critics say they are ‘not ready for prime time'

Regulators to decide on around-the-clock robotaxi service in San Francisco

Apple

Wall Street's magnificent seven has vastly outperformed the benchmark S&P 500 in 2023. One widely-owned magnificent seven stock is firing on all cylinders and still historically cheap.

1 "Magnificent Seven" Stock to Buy Hand Over Fist in August and 1 to Avoid Like the Plague

Google's AI developments focus on advertising and cloud segments, with notable advancements in Search Labs, Bard, and Performance Max. The company's language models, including BERT, LaMDA, and PaLM, enhance various products and services, improving speech recognition, language translation, and content creation. Google faces strong competition from key rivals, such as Microsoft and Amazon, who are also making significant AI advancements in search and cloud services.

Google: AI Wave Begins

Amazon

Microsoft

Netflix

NVIDIA

Intel

The technology-laden NASDAQ continues to lead this year's market rally, having risen 34% since Jan. The Q2 prints by leading technology concerns have served to underpin the index and position it for a continued bull run into year's end. With a few exceptions such as Apple (NASDAQ: AAPL ), the Q2 results from the dominant technology companies have beaten Wall Street expectations.

7 Tech Stocks to Hop On After Red-Hot Earnings

Since Google Cloud turned profitable this year, investors are wondering whether this profitability is sustainable. While Microsoft Azure is perceived to be ahead in the AI race, Google Cloud holds a key advantage over its rival, which will also underpin long-term profitability. A big risk relates to whether Google can successfully fight off Nvidia Corporation's increasingly powerful ecosystem.

Google Cloud: The Grass Could Get Greener

Advanced Micro Devices

DraftKings

Many stocks are soaring coming out of their second-quarter earnings, and analysts and investors look toward significant upcoming catalysts for certain companies and their share prices. Most of these are growth stocks, securities of companies that continue to grow quickly and take market share from competitors.

The 3 Best Growth Stocks to Buy in August

The California Public Utilities Commission (CPUC) is scheduled Thursday to make a high-stakes vote that will determine the commercial future for autonomous vehicle technology companies Cruise and Waymo — not to mention any other AV company with aspirations to launch commercial robotaxi services in the state.

California regulators to decide the future of Cruise and Waymo

Google is in talks with major music labels to license artists' voices and tunes for AI-generated songs, according to a report.

Music labels in talks with Google over enabling AI-generated songs - report

Artists could receive royalties from songs produced using artificial intelligence under plans being drawn up by Google and Universal Music, reports have claimed. Given the rise in songs created by AI which mimic artists, the pair are in discussions to license people's voices, according to Financial Times' sources.

Universal, Google draw up plans to tackle AI-created music

Early stage talks are expected to include a potential tool that fans could use to make AI-generated songs

Google and Universal Music working on licensing voices for AI-generated songs

A deal over AI-generated music between Google and Universal Music could pave the way for large-scale use of such content in the media industry.

Google Wants to Legitimize AI Music. It Could Transform the World of Media.

Palantir Technologies

Artificial intelligence has been all the rage this year and shows no signs of slowing. AI is expected to add trillions of dollars to the economy by the end of the decade.

3 Incredible Artificial Intelligence Growth Stocks I'd Buy With $1,000 Right Now

Google asked a U.S. appeals court in New York on Tuesday to pause a decision to return an antitrust lawsuit filed by the state of Texas back to federal court in Texas.

Google makes emergency request to block Texas antitrust lawsuit move

Users would be able to create deepfakes legitimately, sources told the Financial Times.

Google And Universal Music Group Negotiating AI-Generated Music Tool, Report Says

Lockheed Martin

PayPal

In the dynamic universe of long-term stocks to buy, the quest for unshakable investments that can weather market uncertainties has become a pursuit for many savvy investors. Here, this article lists seven fundamentally solid stocks that have positioned themselves strategically on the plinth of innovation, resilience, and a focus on navigating and leading the future of their respective industries.

7 Unshakable Stocks for Your Long-Term Portfolio

Alphabet's Google and Universal Music are in talks to license artists' voices and melodies for artificial intelligence-generated songs, Financial Times reported on Tuesday, citing four people familiar with the matter.

Google, Universal Music in talks for deal on AI 'deepfakes' - FT

Lattice Semiconductor

Lululemon Athletica

Pfizer

STMicroelectronics NV ADR RegS

Google stock and LULU make this screen of Warren Buffett stocks based on the investing strategy of Berkshire Hathaway's CEO.

Warren Buffett Stocks: GOOGL, LULU And More Test Buy Zones

Tesla

Recent reports show the U.S. gross domestic product (GDP) grew at an annual rate of 2.4% from April to June 2023, a faster rate than formerly predicted. The economy is shaping out to be even more resilient to avoid a recession this year.

What Are the Best Stocks to Buy for Beginners? Our 3 Picks for August

Its cloud segment recently reported an operating profit for its second consecutive quarter. Surpassing AWS and Azure will be challenging for Alphabet's cloud division.

Why Alphabet Investors Should Be Excited About Google Cloud

Ray Dalio is a billionaire investor and the founder of the largest hedge fund in the world, Bridgewater Associates. The fund has over $123 billion in assets under management, which is a testament to his investment prowess.

Ray Dalio doubles down on these two top-tier tech stocks

Will Judge Amit Mehta live up to the legacy of the D.C. district court's old trust-busting ways?

News for Alphabet Stock (GOOGL)